Simply Explaining Insurance #148- The Review Process

An insurance review is something I would recommend everyone do every other year or so. Your life changes and your insurance needs to change with you. Today I did a review with a client and we may have uncovered $900 that we are going to attempt to get back in their pocket due to a claim that wasn’t filed a few years back.

You may be reminded of coverage that you forgot about. You also may learn of newer coverage or products that you didn’t know were available. I am going to make sure that you are getting all of your discounts and you aren’t paying for something you don’t need. It’s a beneficial appointment that both you and I will benefit from.